Q4 2024 Capex: A Look at Hyperscalers and Telcos
As AI deployment accelerates, cloud hyperscalers project greater spending on AI datacenters, while third-party services grow and telcos lag in capital spending
As AI deployment accelerates, cloud hyperscalers project greater spending on AI datacenters, while third-party services grow and telcos lag in capital spending
Telcos are slowly rolling out datacenters to support new AI services. But can these efforts succeed?
For HPE's networking ambitions, the Juniper merger can't happen fast enough
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